Paraplanner

We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area.

Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.

The successful Paraplanner will be offered:

• Basic Salary ranging from £38,000 - £45,000
• Study material/Exams paid and study leave provided
• Staff events
• Great Training and Progression Opportunities
• Annual Pay Review
• 25 days holiday + bank holidays
• 9:00 – 5:30 Monday to Friday with flexible working hours where required.

To be considered for the Paraplanner role, you must have:

• Previous experience working within an IFA practice
• Organised and methodical with excellent attention to detail
• Ability to prioritise, meet targets and deadlines
• Effective communication skills both written and verbal
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook
• Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following:
  • Selecta Pension
  • Financial Express Analytics
  • Trigold
  • Assureweb
  • Ex Web
  • Mi Cap
  • Investment Platforms;
    Abrdn, Aviva & Aego

Responsibilities for the role of Paraplanner:

• Preparing analysis of the client’s existing portfolio
• Provision of technical support to Advisers
• Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
• Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
• Working closely with the Adviser to research and formulate appropriate advice
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs